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Wagner Wealth Management (South Carolina)’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio JPLD Stock Details JPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45K Hold
862
– – 0.01% 186
2026
Q1 		$45K Buy
+862
New +$45.2K 0.01% 186
2024
Q3 		– Sell
-90
Closed -$4.61K – 253
2024
Q2 		$4.61K Hold
90
– – ﹤0.01% 226
2024
Q1 		$4.58K Buy
+90
New +$4.57K ﹤0.01% 221

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JPLD Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q2 2026 at 862 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #186.

Wagner Wealth Management (South Carolina) first reported a position in JPLD in Q1 2024 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 862 shares of JPMorgan Limited Duration Bond ETF worth $45K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its JPMorgan Limited Duration Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #186 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.